Copilot M365 for Executives and Managers
Strategic AI Use, Decision Support, and Leadership Productivity
Strategic AI Use, Decision Support, and Leadership Productivity
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This half-day, scenario-based workshop is designed for executives and senior leaders who need to use Microsoft Copilot to think better, faster, and with greater clarity, not to perform day-to-day operational tasks.
The course teaches executives how to frame effective prompts, assess information quality, and use Copilot as a thinking and synthesis tool for briefing, decision-making, and strategic oversight. Participants work through realistic executive scenarios involving incomplete information, competing priorities, and risk.
Only after participants have practised manual synthesis and judgement are they introduced to the Researcher agent, showing how it can scale executive thinking without outsourcing accountability.
Who should attend: Executives and senior leaders, board members and senior managers, general managers and functional heads, and anyone responsible for strategic decisions, governance, or organisational direction.
By the end of this course, you will be able to:
Access to Microsoft 365 Copilot is recommended. No prior AI, prompting, or Copilot experience is required.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
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Prompting as an Executive Skill
Why vague questions produce misleading answers
The Goal-Context-Sources-Expectations prompt model
Prompting for insight, not action
Using constraints to surface trade-offs and uncertainty
Knowing when to stop prompting and think
Executive Briefing and Situation Awareness
Reviewing a mixed set of information (updates, risks, signals)
Using Copilot to summarise and structure inputs
Identifying what is known, assumed, and missing
Clarifying what matters for decision-making
Output: executive briefing summary
Strategic Question Framing
Using Copilot to challenge assumptions
Generating alternative framings of a problem
Identifying second-order impacts and risks
Distinguishing symptoms from root issues
Output: strategic question and risk framing
Options, Trade-offs, and Implications
Using Copilot to outline multiple options
Surfacing trade-offs (risk, cost, timing, impact)
Identifying what would change the decision
Avoiding false certainty or single-option thinking
Output: executive options and trade-off summary
Governance, Accountability, and Communication
Using Copilot to draft decision rationale
Clarifying boundaries between advice, decision, and execution
Preparing messages for stakeholders or boards
Ensuring accountability remains with leadership
Output: decision rationale and communication draft
Researcher Agent: Scaling Executive Insight After Judgement
Why Researcher is an amplifier, not a delegate
When Researcher is appropriate (market scans, policy analysis, competitor synthesis)
How to frame research questions with executive intent
Reviewing Researcher outputs for bias, gaps, and overconfidence
Integrating research into executive judgement
What skills will I gain from this course?
You’ll learn how to use Microsoft Copilot to synthesise complex information, frame strategic questions, structure decision options, and communicate rationale clearly. You’ll also develop practical skills in crafting effective prompts and using AI responsibly at a leadership level.
Do I need any prior AI knowledge before taking this course?
No technical or AI background is required. This course is designed for leaders, not technologists. We’ll guide you through Copilot features in the context of executive decision-making, and you’ll gain hands-on experience throughout.
Can I take this course online?
Yes. This course is available via live online sessions, in-person classes across major cities, and hybrid formats. You’ll receive the same expert-led training experience regardless of how you choose to attend.
Will there be practical exercises during the course?
Yes. This course is scenario-based and discussion-driven throughout. You’ll work through four realistic executive scenarios and produce practical artefacts in each one.
Is there a certification upon completion?
Yes. You’ll receive a Nexacu Certificate of Completion to verify your skills with Microsoft Copilot. It’s perfect for sharing on LinkedIn or adding to your CV.
Who should attend this course?
This course is designed for executives, senior leaders, board members, general managers, and functional heads. It is ideal for anyone responsible for strategic decisions, governance, or organisational direction.
What will I learn in this Microsoft Copilot course?
You will learn how to frame better prompts, assess information quality, identify assumptions and gaps, structure decision options, and use Microsoft Copilot to support executive thinking, briefing, and strategic oversight.
Is this course focused on technical setup or leadership use cases?
This course is focused on leadership use cases rather than technical setup. It shows executives how to use Copilot as a thinking and synthesis tool in realistic scenarios involving risk, competing priorities, and incomplete information.
How is Microsoft Copilot used in this course?
Microsoft Copilot is used to help participants synthesise information, explore options, test reasoning, and communicate decisions more clearly. The emphasis is on improving judgement and strategic clarity rather than automating everyday operational work.
Will I learn how to write better prompts for executive work?
Yes. A core part of the course is learning how to frame high-quality prompts that produce useful, decision-ready outputs. You’ll practise prompting techniques that help surface insight, reduce noise, and improve the quality of AI-assisted thinking.
Does the course cover responsible use of AI?
Yes. The course includes guidance on identifying bias, checking assumptions, assessing evidence quality, and using Copilot in a way that supports human accountability rather than replacing it.
Will I use the Researcher agent in this course?
Yes. Participants are introduced to the Researcher agent after they have practised manual synthesis and judgement. This helps ensure they understand how to use advanced AI support responsibly and without outsourcing decision accountability.
How long is this course?
This is a half-day, instructor-led workshop. It is designed to deliver practical executive-level skills in a focused format without requiring a full day away from work.
Is this course suitable for senior managers and board members?
Yes. The course is suitable for board members, senior managers, and leadership teams who need to make decisions, review information critically, and communicate rationale clearly using Microsoft Copilot.
What makes this course different from general Copilot training?
This course is tailored specifically for executives and senior leaders. Rather than focusing on app features or task automation, it centres on strategic thinking, judgement, synthesis, and decision support in leadership contexts.
Copilot for M365 Learn Microsoft 365 Copilot in Word, Excel, PowerPoint and Outlook. Hands-on training in New Zealand to improve productivity and streamline daily tasks.
Copilot for ExcelMaster Microsoft Copilot in Excel. Learn to analyse data, build formulas, create dashboards and automate reporting with expert-led training in New Zealand.
Copilot for Outlook and TeamsDiscover how Microsoft Copilot in Outlook and Teams helps you manage emails, plan meetings and collaborate effectively. Courses delivered online or in Auckland, Wellington and Christchurch.
Copilot for PowerPointCreate engaging PowerPoint presentations faster with Microsoft Copilot. Learn to draft slides, refine layouts and enhance visuals with training in New Zealand.
Copilot for WordWrite, edit and summarise Word documents with Microsoft Copilot. Our New Zealand training helps you save time and improve accuracy with AI.
Microsoft Copilot Studio: Building AI AgentsBuild and customise Copilot agents for your organisation. Learn how to design, train and share Copilot agents using Microsoft 365 data and natural language prompts.
Copilot for Power BILearn Power BI Copilot training to prepare semantic models, generate insights, and apply governance for accurate, trusted AI-driven analytics.
Copilot for Customer ServiceRespond faster and smarter with Copilot. This scenario-based workshop builds prompting skills and service judgement for customer-facing roles.
Copilot for HRResearch, advise, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, HR reasoning, and decision support skills for HR-focused roles.
Copilot for FinanceAnalyse data, validate outputs, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, financial judgement, and decision support skills for finance-focused roles.
Copilot for Legal ServicesDraft, review, and analyse legal material with more confidence using Copilot. This scenario-based workshop builds prompting, legal reasoning, and decision support skills for legal-focused roles.
Copilot for OperationsPlan, coordinate, and respond with more clarity using Copilot. This scenario-based workshop builds prompting, operational thinking, and decision support skills for operations-focused roles.
Copilot for SalesResearch smarter and sell with more confidence using Copilot. This scenario-based workshop builds prompting, discovery, and research skills for sales-focused roles.
Copilot for MarketingPlan, create, and refine marketing work with more confidence using Copilot. This scenario-based workshop builds prompting, research, and campaign decision support skills for marketing-focused roles.
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